Privacy Policy

Effective Date: 7th January, 2025
Last Updated: 18th June, 2025

CompliSure Solutions ("we," "us," or "our") is committed to safeguarding the privacy of individuals who visit our website, engage our services, or otherwise interact with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard personal information in the course of providing our services, which include but are not limited to: bookkeeping, accounting, payroll setup and administration, business entity formation, QuickBooks Online support, business compliance assistance, and the preparation and filing of government forms and reports.

1. Scope

This Policy applies to information collected by CompliSure Solutions via our website located at askcomplisure.com, through direct client engagement, and through any related tools, forms, or communications. This Policy does not apply to third-party websites or services that we do not operate or control.

2. Information We Collect

a. Personal Information Provided by You

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name and contact details (e.g., email address, telephone number, mailing address)
• Business information (e.g., company name, legal entity structure, EIN, ownership details)
• Tax and financial data necessary to perform bookkeeping or payroll services
• Government-issued identifiers (e.g., SSN, ITIN, or EIN) as required for filings
• Login credentials for authorized software platforms (e.g., QBO, payroll systems)

b. Information Collected Automatically

We may collect certain technical data when you access our website, including:

• IP address
• Browser type and version
• Device information
• Referring URLs
• Usage data collected through cookies or analytics tools

3. Purpose of Collection and Use

We collect and process your personal information for the following legitimate business purposes:

• To provide the services for which we are engaged
• To communicate with you regarding your account, inquiries, or service requests
• To prepare and submit business filings or tax-related documentation on your behalf
• To configure and maintain your use of accounting and payroll software
• To comply with applicable legal, tax, or regulatory obligations
• To maintain internal records and client files
• To improve our website, service delivery, and client experience

We do not sell or rent personal information to any third party for any purpose.

4. Legal Basis for Processing

Where applicable, we rely on one or more of the following legal bases to process your personal information:

• Performance of a contract with you
• Compliance with legal obligations
• Legitimate business interests
• Your explicit consent (where applicable)

5. Disclosure of Information

We may disclose personal information to the following categories of recipients, only as necessary:

• Authorized service providers (e.g., payroll processors, cloud accounting platforms, electronic filing platforms)
• Government agencies or regulatory authorities, solely for compliance and filing purposes
• Legal or financial professionals, only with your authorization or as required by law
• Law enforcement, courts, or regulatory bodies, where disclosure is required under applicable law or legal process

All third-party service providers are contractually obligated to protect your information and use it solely for the services they provide on our behalf.

6. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purpose(s) for which it was collected, including to comply with legal, tax, or regulatory requirements, and to maintain appropriate business and financial records. Once such purposes are fulfilled, we securely dispose of or anonymize the data.

7. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction. While we strive to use commercially reasonable means to protect your information, no method of transmission over the Internet or method of storage is 100% secure.

8. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance your browsing experience, analyze website usage, and improve functionality. You may adjust your browser settings to decline or delete cookies, though this may impact website functionality.

9. Your Rights

Subject to applicable law, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information (subject to legal retention obligations)
• Withdraw consent where processing is based on consent
• Lodge a complaint with a data protection authority (if applicable)

For any such request, please contact us at info@askcomplisure.com

10. Third-Party Links and Services

Our services may involve the use of third-party platforms (e.g., QuickBooks Online, Gusto, IRS e-file). We are not responsible for the privacy practices of these external services. We encourage you to review their privacy policies before providing them with your personal information.

11. Children's Privacy

Our website and services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from such individuals. If we become aware that we have inadvertently collected personal data from a minor, we will take steps to delete such information promptly.

12. Changes to This Policy

We reserve the right to revise or update this Privacy Policy at our discretion. Any material changes will be posted to this page with an updated effective date. Your continued use of our website or services after such changes constitutes your acceptance of the updated policy.

13. Governing Law

This Privacy Policy is governed by and construed in accordance with the laws of the State of California, without regard to its conflict of laws principles.

14. Contact Us

If you have any questions, requests, or concerns regarding this Privacy Policy or our data handling practices, please contact:

CompliSure Solutions
Email: info@askcomplisure.com
Phone: 510-974-3748
Mailing Address: 1999 Harrison St. Ste1800, Oakland, CA 94612